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      West Coast Financial

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      Búsquedas relacionadas: Evaluaciones de West Coast Financial | Empleos en West Coast Financial | Sueldos en West Coast Financial | Prestaciones en West Coast Financial
      Entrevistas en West Coast FinancialEntrevistas para el cargo de Financial Planning Analyst en West Coast FinancialEntrevista en West Coast Financial


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      Entrevista para Financial Planning Analyst

      21 ago 2019
      Candidato de entrevista anónimo
      Santa Barbara, CA

      Otras evaluaciones sobre las entrevistas para el cargo de Financial Planning Analyst en West Coast Financial

      Entrevista para Financial Planning Analyst

      4 jun 2024
      Candidato de entrevista anónimo
      Santa Barbara, CA
      Sin ofertas
      Experiencia negativa
      Entrevista promedio

      Solicitud

      Me postulé a través de una facultad o universidad. El proceso tomó 3 semanas. Acudí a una entrevista en West Coast Financial (Santa Barbara, CA)

      Entrevista

      Phone Screening, followed by in- person interview, followed by an assignment that was reviewed by the hiring team. Reached out to the company multiple times after final (3rd) interview, and received no word from anyone at the company. Serious lack of professional communication.

      Preguntas de entrevista [2]

      Pregunta 1

      Why WCF?
      Responder pregunta

      Pregunta 2

      Why Financial Planning?
      Responder pregunta
      avatar
      Respuesta de West Coast Financial
      6y
      Thank you for this feedback. Our sincere apologies regarding the lack of communication after your final interview. Our goal is always to give our candidates a timely response. Please contact me directly at kachina@wcfinc.com so I can determine where the breakdown in communication occurred and make sure we improve in this area going forward.
      Sin ofertas
      Experiencia positiva
      Entrevista fácil

      Solicitud

      Acudí a una entrevista en West Coast Financial (Santa Barbara, CA)

      Entrevista

      There is an intro call, which is very chill. She just asked me if I had any questions about the job. then an hour-long 2-part online interview with 2 separate groups of people. They ask you regular questions and it is pretty conversational.

      Preguntas de entrevista [1]

      Pregunta 1

      How do you continue learning in your life?
      1 respuesta

      Entrevista para Financial Planning Analyst

      16 oct 2023
      Empleado anónimo
      Santa Barbara, CA
      Oferta aceptada
      Experiencia positiva
      Entrevista difícil

      Solicitud

      Me postulé a través de una recomendación de un empleado. El proceso tomó 2 meses. Acudí a una entrevista en West Coast Financial (Santa Barbara, CA) en ago 2023

      Entrevista

      Once your application is submitted, you'll go through a three-tiered interview process: 1) Screening interview w/ HR 2) Follow-up Team Interview: An opportunity to meet some analysts and members of the client services team. (Potentially your future teammates!) Details: - Two back-to-back 30-minute interviews. - Each interview is hosted by two members of the WCF Team. 3) Technical Project: Requires research, analytical framing, and communications around your conclusion. WCF is looking for critical thinking, technical ability, attention to detail, and professionalism for the project. Details: - You set a meeting date to present your technical project to members of the WCF advisory team. - You'll receive the prompt for your technical project one week out from your meeting Other Notes: Typically, all three interviews are held over a video conferencing service. Although this may be subject to change in the future.

      Preguntas de entrevista [3]

      Pregunta 1

      What is your learning style? (i.e., reading a textbook or article online, watching a video on YouTube, attending an in-person lecture, listening to a podcast, etc. ...)
      1 respuesta

      Pregunta 2

      What percentage of your day do you envision yourself client-facing, engaged in team meetings/projects, and working on your own?
      1 respuesta

      Pregunta 3

      What are examples of research or projects you have worked on where you were in a leadership role or drove the work forward?
      Responder pregunta